Brooks Financial Group

Our Approach

We deliver personalized financial advice to help you achieve your goals, today and tomorrow, through our Confident Retirement® approach. We start with a conversation about key financial areas including covering essentials, ensuring lifestyle, preparing for the unexpected and leaving a legacy.

By identifying clear steps to take toward your goals, we can help take the uncertainty out of planning for your financial future. Working together, we can help you feel more confident, connected, and in control of your financial life.

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Background and qualification information is available at FINRA's BrokerCheck website

 
 

Brooks Financial Group

Our value statement: We are about being different: helping clients pursue financial independence, striving to help them manage their risk instead of chasing a return, being supportive financial advisors who look to get to know you, and ensuring our clients are not just numbers but are being treated and respected as individuals.

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Gauge your retirement readiness

Our 3-Minute Confident Retirement® check can help you start finding the answers to your questions. Gauge your retirement readiness and see where you stand.

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Choices

Everyone has different financial goals and priorities. The right financial advisor can offer personalized, comprehensive advice that helps you prepare for what’s expected in life and even what’s not. Visit Ameriprise.com/brilliant to learn more. (0:30)